IWD vs VIG

AIWD

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,201IWD · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common48.3%IWD and VIG

IWD

VIG

iShares Russell 1000 Value ETF · $82.9BVanguard Dividend Appreciation ETF · $109B

+22.7%3 years · per year$18,455 · $16,669+18.6%

+11.5%5 years · per year$17,201 · $16,243+10.2%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

1.37%12-mo yield$137 · $150 on $10k1.50%

−6.8%Worst dropSmaller wins−7.9%

11.6%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · VIG

5.3%MSFT4.9%

6.0%AAPL4.9%

2.4%JPM3.9%

1.8%XOM3.0%

Held in common48.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWD vs VIG

IWD

iShares Russell 1000 Value

$17,201

VIG

Vanguard Dividend Appreciation

$16,243

MeasureIWDVIG

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.37%1.50%

5 years, per year+11.5%+10.2%

3 years, per year+22.7%+18.6%

Worst drop · 1Y−6.8%−7.9%

Volatility · 1Y11.6%10.8%

3–3measures won
level

48.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IWD, VIG, SCHD

Today

48.3%most shared, IWD and VIG

IWDVIGSCHD

IWD—48.3%11.9%

VIG48.3%—14.5%

SCHD11.9%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee